APP
CHRD icon

Avantax Planning Partners’s Chord Energy CHRD Stock Holding History

Avantax Planning Partners’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-250
Closed -$4K – 435
2018
Q3 		$4K Buy
+250
New +$3.17K ﹤0.01% 1147
2018
Q2 		– Sell
-250
Closed -$2K – 447
2018
Q1 		$2K Buy
+250
New +$2.11K ﹤0.01% 1584

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EECFV
EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $140M AUM 46.86% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

Avantax Planning Partners's CHRD Position: Q4 2018 in Review

Avantax Planning Partners sold out of Chord Energy (CHRD) in Q4 2018, closing a stake of 250 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in CHRD in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 286 funds tracked by Wall St. Rank hold CHRD as of Q4 2018.

  • Avantax Planning Partners reported no remaining Chord Energy position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 250 Chord Energy shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Chord Energy in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Chord Energy position peaked at $4K in Q3 2018.
  • 286 funds tracked by Wall St. Rank held Chord Energy as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.